DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 386 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $64,549,474 | +11.2% | 1,096,831 | +7.6% | 0.12% | +4.2% |
| Q1 2024 | $58,063,541 | +14.9% | 1,019,016 | +4.5% | 0.12% | 0.0% |
| Q4 2023 | $50,521,514 | +7.5% | 974,754 | -3.5% | 0.12% | -4.8% |
| Q3 2023 | $47,001,525 | -0.8% | 1,009,693 | +2.6% | 0.13% | -0.8% |
| Q2 2023 | $47,362,445 | +108871.9% | 983,890 | +0.6% | 0.13% | +0.8% |
| Q1 2023 | $43,463 | +11.5% | 978,241 | +4.4% | 0.13% | +0.8% |
| Q4 2022 | $38,983 | -99.9% | 936,866 | +7.2% | 0.12% | -8.1% |
| Q3 2022 | $33,930,000 | +4.8% | 874,043 | +10.0% | 0.14% | +2.3% |
| Q2 2022 | $32,368,000 | -7.1% | 794,324 | +11.7% | 0.13% | +0.8% |
| Q1 2022 | $34,858,000 | +155.6% | 711,100 | +169.5% | 0.13% | +127.6% |
| Q4 2021 | $13,640,000 | +870.1% | 263,826 | +785.3% | 0.06% | +728.6% |
| Q3 2021 | $1,406,000 | +0.1% | 29,801 | -0.1% | 0.01% | -22.2% |
| Q2 2021 | $1,405,000 | – | 29,819 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colony Family Offices, LLC | 1,064,709 | $50,174,000 | 30.63% |
| Plancorp, LLC | 5,960,821 | $280,902,000 | 22.04% |
| McLean Asset Management Corp | 812,393 | $38,362,000 | 17.11% |
| TCI Wealth Advisors, Inc. | 2,094,818 | $98,718,000 | 16.69% |
| JFS WEALTH ADVISORS, LLC | 1,519,050 | $71,585,000 | 10.69% |
| Retirement Solution LLC | 453,503 | $21,371,000 | 10.20% |
| Relaxing Retirement Coach | 254,253 | $11,981,000 | 10.19% |
| Foster Group, Inc. | 1,357,424 | $63,968,000 | 7.36% |
| Hill Investment Group Partners, LLC | 180,709 | $8,515,850 | 7.04% |
| American Investment Services, Inc. | 612,776 | $28,877,000 | 6.65% |